Sage Rhino Capital’s Bloom Energy BE Stock Holding History

Sage Rhino Capital’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Sell	2,146 -1,910	-47%	-$489K	0.11%	131
2026 Q1	$550K	Sell	4,056 -1,580	-28%	-$232K	0.1%	142
2025 Q4	$490K	Sell	5,636 -1,479	-21%	-$155K	0.09%	146
2025 Q3	$602K	Buy	+7,115	New	+$330K	0.12%	132
2022 Q4	–	Sell	-10,358	Closed	-$207K	–	212
2022 Q3	$207K	Buy	10,358 +16	+0.2%	+$361	0.08%	167
2022 Q2	$171K	Hold	10,342	–	–	0.07%	183
2022 Q1	$250K	Hold	10,342	–	–	0.08%	183
2021 Q4	$227K	Hold	10,342	–	–	0.06%	198
2021 Q3	$194K	Hold	10,342	–	–	0.06%	190
2021 Q2	$278K	Hold	10,342	–	–	0.08%	159
2021 Q1	$280K	Hold	10,342	–	–	0.09%	140
2020 Q4	$296K	Hold	10,342	–	–	0.12%	131
2020 Q3	$186K	Hold	10,342	–	–	0.09%	151
2020 Q2	$113K	Hold	10,342	–	–	0.06%	151
2020 Q1	$54K	Sell	10,342 -83,333	-89%	-$707K	0.04%	132
2019 Q4	$855K	Sell	93,675 -185,600	-66%	-$900K	0.49%	44
2019 Q3	$908K	Sell	279,275 -16,667	-6%	-$125K	0.57%	40
2019 Q2	$3.63M	Sell	295,942 -8,333	-3%	-$102K	2.33%	9
2019 Q1	$3.93M	Buy	+304,275	New	+$3.72M	2.6%	9

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Sage Rhino Capital's BE Position: Q2 2026 in Review

Sage Rhino Capital reduced its Bloom Energy (BE) stake by 47% in Q2 2026, selling an estimated $489K and leaving 2,146 shares worth $650K. The position accounts for 0.11% of the portfolio, ranked #131.

Sage Rhino Capital first reported a position in BE in Q1 2019 and has held it in 19 quarters since. The position peaked at $3.93M in Q1 2019. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Sage Rhino Capital held 2,146 shares of Bloom Energy worth $650K as of Q2 2026.
Sage Rhino Capital sold 1,910 Bloom Energy shares in Q2 2026, an estimated $489K.
Bloom Energy made up 0.11% of Sage Rhino Capital's portfolio in Q2 2026, its #131 holding.
Sage Rhino Capital first reported a position in Bloom Energy in Q1 2019 and has held it in 19 quarters since.
Sage Rhino Capital's Bloom Energy position peaked at $3.93M in Q1 2019.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.